PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $117M
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.9M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.29M
3
+$1.67M
4
LLY icon
Eli Lilly
LLY
+$721K
5
ULBI icon
Ultralife
ULBI
+$36.1K

Top Sells

1
+$1.52M
2
+$1.28M
3
+$1.16M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$916K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$822K

Sector Composition

1 Communication Services 6.81%
2 Technology 6.03%
3 Healthcare 5.9%
4 Consumer Discretionary 5.18%
5 Energy 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$889K 0.97%
25,127
-258
27
$882K 0.96%
3,965
-638
28
$857K 0.93%
25,466
-4,082
29
$807K 0.88%
18,981
+255
30
$706K 0.77%
8,575
-449
31
$686K 0.75%
4,741
-695
32
$650K 0.71%
10,585
-1,921
33
$637K 0.69%
2,827
-825
34
$585K 0.64%
4,013
-431
35
$578K 0.63%
4,103
+3
36
$573K 0.62%
11,495
-234
37
$537K 0.58%
1,311
-138
38
$506K 0.55%
8,739
-271
39
$499K 0.54%
12,841
-790
40
$483K 0.53%
2,837
-472
41
$468K 0.51%
3,928
-94
42
$440K 0.48%
3,396
-558
43
$429K 0.47%
1,237
-34
44
$379K 0.41%
9,726
-1,002
45
$375K 0.41%
9,941
+809
46
$367K 0.4%
4,739
-530
47
$358K 0.39%
1,439
+5
48
$307K 0.33%
1,824
-4,878
49
$307K 0.33%
1,026
-182
50
$302K 0.33%
24,781
-2,984
1
2
3